About the Role
Alert Microfinance Bank Limited is a rapidly growing financial institution renowned for excellent service delivery, sound corporate governance, and a robust technological infrastructure. We are currently looking for a dynamic and results-driven Wealth Manager (Sales) to join our professional team on a full-time, on-site basis in Lagos. In this role, you will play a pivotal part in expanding our asset management portfolio by identifying high-potential prospects, converting leads, and nurturing long-term relationships with discerning clients.
Key Responsibilities- Build and manage sustainable client relationships, proactively identifying new prospects and converting leads into loyal clients for Alert Group asset management and financial products.
- Assess individual client financial goals and risk profiles to recommend suitable investment and wealth management solutions.
- Prepare comprehensive financial proposals, conduct regular portfolio reviews, and present tailored product offerings.
- Track relevant market trends and coordinate seamlessly with internal teams to guarantee exceptional client service and strict regulatory compliance.
- Consistently meet and exceed assigned sales targets while maintaining accurate documentation within CRM systems.
- Participate actively in networking events, industry presentations, and targeted campaigns to expand our growing client base.
- Strong sales, business development, prospecting, lead conversion, and relationship management skills.
- Comprehensive knowledge of wealth management, asset management, and diverse investment products.
- Excellent communication, negotiation, and presentation skills tailored for high-net-worth and SME clients.
- Solid analytical and financial planning abilities, encompassing basic portfolio analysis and risk assessment.
- Proficiency in using CRM software, Microsoft Office Suite, and modern digital productivity tools.
- Bachelor degree in Finance, Business, Economics, Accounting, or a related discipline; relevant professional certifications such as CFA or CIS are an added advantage.
- Minimum of 2-4 years of proven experience in wealth management, asset management, banking, or financial services sales within the Lagos market.
- Demonstrated professional integrity, a client-centric mindset, and the ability to thrive under pressure in a target-driven environment.
- Competitive salary with attractive commission and performance-based bonus structures.
- Comprehensive health insurance coverage and wellness benefits.
- Continuous professional development, specialized training, and clear career advancement pathways.
- Collaborative, innovative, and supportive work environment within a leading financial institution.